Acumatica CRM: One Connected System for Sales, Marketing & Finance

Why a Connected CRM + ERP Matters

When your CRM and ERP work together, everything runs smoother. Sales teams can see what’s happening financially, marketing teams know which campaigns drive revenue, service teams have the context they need to resolve issues fast, and leadership gets clear, real-time visibility.

• Single source of truth — customer information, financials, and activity in one system.

• Faster sales cycles — leads flow into quotes and orders without extra steps.

• Marketing clarity — campaign costs and revenue tracked together.

• Accurate forecasting — dashboards update in real time.

• Better experiences — faster responses build customer loyalty.

• Stronger teamwork — every department works in sync.

This kind of alignment removes friction, strengthens relationships, and gives your business the flexibility to grow without adding chaos.

Opportunity Management & Sales Automation

Acumatica CRM gives sales teams the tools they need to manage the entire process in one place. From tracking opportunities to creating quotes and orders, everything is connected and easy to access.

• Automatically assign and track leads and opportunities.

• Create quotes and sales orders directly from the CRM.

• Link communications, activities, and documents to each record.

• View real-time pipeline and revenue metrics.

• Keep everything organized with a single, connected workflow.

This makes it easier to close deals faster and gives leadership better visibility into performance.

Lifecycle & Customer Relationship Management

Building strong customer relationships doesn’t end after the sale. Acumatica CRM gives you a complete view of each customer — so your team can stay engaged long after the first deal closes.

• Track customers from first contact through ongoing service.

• Maintain a complete communication history.

• Give every department visibility into activity and interactions.

• Support after-sales service requests directly within the platform.

• Keep your entire team informed and aligned.

When everyone shares the same information, it’s easier to create a consistent experience that keeps customers coming back.

Integrated Marketing & Campaign Management

Marketing is at its best when it’s connected to the rest of your business. Acumatica CRM gives marketing teams the ability to launch and measure campaigns without relying on spreadsheets or disconnected tools.

• Manage leads and monitor campaign performance.

• Run targeted, integrated marketing campaigns.

• Capture leads from web forms, events, and lists.

• Send branded emails and track engagement.

• Tie campaign costs directly to revenue.

This turns marketing into a measurable, revenue-driving engine that works hand in hand with sales.

Lead Management & Assignment

Good leads should never slip through the cracks. Acumatica CRM automates lead intake and routing to make sure the right person gets the right opportunity at the right time.

• Import, sort, and classify leads from any source.

• Assign leads using flexible, rule-based workflows.

• Build targeted lists based on profile or activity.

• Prioritize leads with automated scoring and segmentation.

With clean lead flow and clear ownership, teams can focus on converting interest into revenue.

Approvals, Workflows & Notifications

Bottlenecks don’t belong in your sales process. Acumatica CRM automates approvals, notifications, and task handoffs so deals keep moving.

• Manage approvals through pre-defined workflows.

• Trigger alerts when deadlines approach or actions are needed.

• Reassign tasks automatically when required.

• Track all approvals and activities in one place.

• Control access with role-based security.

These built-in workflows make sure nothing falls through the cracks — even when things get busy.

Document Management & Data Integrity

Documents and data go hand in hand with customer relationships. Acumatica CRM keeps them organized and accurate.

• Attach and link files to leads, accounts, and opportunities.

• Store collateral, contracts, and templates centrally.

• Eliminate duplicate records automatically.

• Validate addresses with integrated lookup tools.

• Maintain clean, accurate customer data.

With everything in one place, your team always has the right information at the right time.

Email & Communication Management

Email is where many customer interactions happen. Acumatica CRM keeps every message connected to the right record — without extra work.

• Create branded email templates.

• Attach incoming and outgoing messages to CRM records automatically.

• Sync seamlessly with Microsoft Outlook and Gmail.

• Keep all communications tied to opportunities, leads, and accounts.

• Make follow-ups fast and easy.

Your team spends less time searching for emails and more time connecting with customers.

Reporting & Dashboards

Reporting shouldn’t require digging through multiple systems. With Acumatica CRM, your data is centralized, current, and easy to act on.

• Build dashboards for sales, marketing, and support teams.

• Filter and view reports by stage, rep, or close date.

• Track campaign performance and revenue impact.

• Pin key activities and metrics for quick access.

• Make confident, data-driven decisions.

When everyone can see what’s happening in real time, your business moves faster — and smarter.

Acumatica ERP with a Connected CRM

Acumatica CRM isn’t just another standalone tool. It’s part of a fully integrated cloud ERP system that connects every corner of your business — from marketing and sales to finance and service.

With everything running on a single, future-proof platform, your team can collaborate more effectively, eliminate silos, and deliver a better experience to every customer.

One system. One source of truth. Endless opportunities to grow.

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